See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,766 | $62,586-81.2% | $76,768-84.7% | $64,186-81.7% |
| Participation rate | 94.4% | 72.8%+21.6pp | 77.0%+17.5pp | 69.6%+24.9pp |
| Annual return | -20.45% | -1.95%-18.5pp | 2.43%-22.9pp | 7.63%-28.1pp |
| Employer contribution / active EE | $5,585 | $1,832+204.9% | $2,485+124.7% | $2,381+134.6% |
| Participant deferral / active EE | $3,377 | $3,145+7.4% | $3,852-12.3% | $3,470-2.7% |
| Admin fee / account holder | $719 | $4,667-84.6% | $6,675-89.2% | $4,888-85.3% |